Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,707 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,240
shares
|
$252,885
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
1,237
shares
|
$252,273
0.03% of portfolio
|
Q2 2025
Reduced 55.36%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,234
shares
|
$251,661
0.12% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,230
shares
|
$250,846
0.02% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,229
shares
|
$250,642
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
1,227
shares
|
$250,234
0.11% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,227
shares
|
$250,234
0.11% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
1,226
shares
|
$250,030
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
1,223
shares
|
$249,418
0.05% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
1,223
shares
|
$249,418
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,218
shares
|
$248,398
0.2% of portfolio
|
Q2 2025
Reduced 65.03%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,215
shares
|
$247,787
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,215
shares
|
$247,787
0.02% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,215
shares
|
$247,787
0.05% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,215
shares
|
$247,787
0.02% of portfolio
|
Q1 2025
Reduced 70.78%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
1,210
shares
|
$246,767
0.14% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,210
shares
|
$246,767
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,206
shares
|
$245,951
0.03% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,202
shares
|
$245,135
0.0% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$244,728
0.01% of portfolio
|
Q2 2025
Reduced 36.88%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$244,728
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
1,199
shares
|
$244,524
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
1,199
shares
|
$244,524
0.08% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,198
shares
|
$244,320
0.02% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,196
shares
|
$243,912
0.03% of portfolio
|
Q2 2025
Reduced 2.37%
|